Push Notifications

What are Push Notifications?

Push Notifications deliver every alert from your Portal directly to a user's device the moment it happens. The notifications that already appear in the in-Portal bell icon panel will arrive on the user's phone, tablet, or desktop as a native operating-system notification, even when the Portal is closed or the device is asleep.The two streams stay perfectly in sync. Every push notification is a one-to-one replica of what the user sees inside the Portal, same wording, same item, same link. Tapping a push notification opens the Portal directly to the related Task, Message, Invoice, or file so the user lands on the source of the alert, not a generic Dashboard.

Push Notifications are available for every Staff member and every Contact across iPhone, iPad, Android, desktop Chrome, Edge, Firefox, and Safari. The feature is included in every account at no additional cost.

TIP: Every push notification is fully white-labeled. The user sees an alert from your Portal, with your Portal's name, your icon, and your branding.

How do I enable Push Notifications on my device?

Each user enables Push Notifications for themselves from inside the Portal. Click the avatar in the top right and choose My Profile, then toggle on the 'Enable Push Notifications' option.

This will trigger the browser's native permission prompt. Allow the prompt and the device is registered immediately, no further setup required.

TIP : A user can enable push on every device they use, their phone, their tablet, and one or more browsers, and skip the rest. Each device is registered independently.

How do I enable Push Notifications on iPhone or iPad?

Apple devices require one extra step, the Portal must be installed to the home screen first. This takes about thirty seconds and only needs to be done once.

Open the Portal in Safari on the iPhone or iPad. Tap the Share button at the bottom of the screen, then tap Add to Home Screen. Confirm to add it. The Portal now lives on the home screen with your branded icon.

Open the Portal from its new home-screen icon (not from Safari), navigate to My Account > Push Notifications, and flip the toggle on. Allow the permission prompt. You may need to go to your settings>Notifications to authorize notifications for the app but once authorized, Push Notifications will be active on that device.

IMPORTANT: Push Notifications on iPhone and iPad only work when the Portal is launched from the home-screen icon. Opening the same Portal in regular Safari will not deliver push, this is an Apple requirement, not a account limitation. Android, desktop Chrome, Edge, Firefox, and desktop Safari all work directly in the browser without an install step.

How do I manage which devices receive push?

The Your Devices manager inside My Account > Push Notifications shows every device currently subscribed for the logged-in user. From this single screen the user can:

• See every active device: Each row shows the device name and browser, plus when it was registered.
• Send a test notification: Click the test button on any row to fire a test push to that exact device. Useful for confirming delivery is working before relying on it.
• Remove a device: Click the remove button to unsubscribe a device the user no longer uses, like an old phone or a retired laptop.

Each user manages their own devices independently. Staff members manage their devices, Contacts manage theirs, with no overlap.

What does the user experience look like?

When a Portal event creates a notification, the same alert that appears in the bell icon panel is delivered to every active device the user has subscribed.

Tapping the notification opens the Portal and jumps directly to the related item. A Task assignment opens the Task. A new Message opens the conversation. A delivered file opens the file. The user lands exactly where they need to take action.

Common scenarios:

• A Staff member tracking work across Projects: Anything that lands in their bell icon also reaches them on their phone. At the desk they see it in the Portal. Away from the desk they see it on the lock screen. Same notification, same target.
• A Contact expecting an answer: The Contact sends a question through the Portal. The Staff member's phone alerts them, they reply, and the Contact's phone alerts them with the response. The exchange feels like any other modern messaging experience, fully captured inside the Portal.
• A user with multiple devices: They enable push only on the devices they actually use, and the Your Devices panel keeps them in control of which devices stay active.

How do I turn Push Notifications off?

There are three ways to stop receiving push, depending on how broadly the user wants to disable it.

From the Portal toggle (recommended): Open My Profile > Push Notifications and flip the master toggle off. New notifications stop being delivered to every registered device immediately. The device subscriptions are preserved, so flipping the toggle back on resumes push instantly without re-registering anything.

From the device or browser: Revoke notification permission for the Portal in the device's settings. Push stops on that device and the account detects the revocation on the next delivery attempt and removes the revoked subscription automatically.

Remove a single device: Use the remove button in the Your Devices panel to unsubscribe one device while keeping the others active.

TIP: The Portal toggle is the cleanest off switch, it covers every device at once and the user can re-enable in a single click. Use the OS-level revocation only if the user wants to silence a specific device while keeping push active elsewhere.

How is Push Notifications branded?

Every push notification carries the Portal's name, the Portal's icon, and the Portal's colors. The user sees an alert from the Organization, not from a third-party tool. The experience your Contacts associate with you on the device matches the experience they have inside the Portal.

What devices and browsers are supported?

• iPhone and iPad: Supported. Requires installing the Portal to the home screen first, then opening it from the home-screen icon.
• Android phones and tablets: Supported in Chrome, Edge, Firefox, and any modern Chromium-based browser. No install required.
• Desktop Chrome: Supported. No install required.
• Desktop Edge: Supported. No install required.
• Desktop Firefox: Supported. No install required.
• Desktop Safari (macOS): Supported. No install required.

IMPORTANT: Push Notifications require a modern browser with notification support. Very old browsers and embedded webviews (for example, in-app browsers inside some third-party apps) may not support push, the toggle in My Profile simply will not appear in those environments.